If you're looking to seamlessly transfer contact information to the platform, our Upload Contacts feature offers unparalleled convenience. With just a few clicks, you can import a single contact or an entire group of contacts without any hassle. This feature allows you to quickly upload your spreadsheet, bringing you closer to optimal efficiency.
Preparing Your File
Before uploading data, it’s important to prepare your CSV file, ensuring it’s a .csv format, contains only one spreadsheet, and is under 50MB. The file should include a header row that matches the CRM fields to ensure a smooth import process.
Include Essential Columns: Ensure your spreadsheet contains key columns such as name, email, and phone number. Properly matching these fields during the import process is essential to avoid errors or incomplete data transfer.
Assign Contact Owner: Assign a contact owner by including the user’s name in either the "FirstName LastName" or "LastName FirstName" format. The system requires both names to recognize the user during the upload.
Format Phone Numbers: For most cases, phone numbers should be formatted in E.164 (e.g., +1 1234567890) to be recognized as valid. Alternate formats like 123-456-7890 or (123) 456-7890 are also acceptable when the country is set to the US.
Acceptable Date Formats: Use acceptable date formats such as mm/dd/yyyy and yyyy/mm/dd. You can also use separators like '/' '-' or '.'.
Tag Formatting: Tags can be listed in formats like "Value 1, Value 2, Value 3" to ensure they are accurately recognized during the import process.
Steps for Importing Contacts
The import process involves three essential steps: Upload, Map, and Details.
Begin by selecting the Import icon from the Bulk Actions panel within the Contacts tab.
Upload
Select the "Upload a File" button, and navigate to the appropriate folder on your device to locate your desired file.
Click the next button to proceed.
Map
Map the columns from your CSV file to the corresponding fields. Use the preview column to verify matches.
You can also choose to exclude unmatched columns from the import.
Details
In the final step, you can name the import, create a new contact list, or adjust advanced settings such as adding new contacts, updating existing ones, or merging contacts based on a primary field like a phone number.
The system uses "Email" as the default unique identifier for contacts. However, you have the option to choose other fields for de-duplication from the Advanced Settings.
Furthermore, you can utilize the tagging feature to organize and sort your contacts efficiently. Select from existing tags or create new ones to categorize your contact list.
Optionally, add your imported contacts to an existing workflow or campaign by toggling the option and selecting the desired workflow or campaign. This enables smooth communication with your contacts through the platform.
Ensuring Compliance
By selecting the compliance checkbox, you confirm that all contacts have explicitly opted in to receive communications from your company.
Submit
Complete the import process by clicking the Submit button. You can track the progress in the Bulk Actions tab.
This professional approach ensures that your contact import process is efficient, accurate, and fully customizable to meet your specific needs.